AI agents, purpose-built for private markets.

Each time it runs it flags signature requests that have been unsigned too long, and documents that expired, were cancelled, voided or failed, then emails a status report to your team.

• Runs against — The whole entity, in one pass
• Uses AI — No — rule checks only
• Output — A saved report, always "ready", plus one combined email

identity and address documents, the agent reads them with AI and pre-fills the matching KYC form fields. The investor reviews and confirms the details rather than typing everything in by hand.

• Runs against — One investor's KYC record, at upload time
• Uses AI — Yes — one request per uploaded document
• Output — Pre-filled KYC fields and an on-screen summary; no stored report

expired — before your team relies on it for capital calls, distributions or AML clearance. Operations and compliance teams use it as the final quality check on investor onboarding.

• Runs against — One investor's KYC record, or every completed record in the entity
• Uses AI — Yes — for two of the document checks
• Output — A report on the record, marked Ready or Blocked, plus AML screening and expiry email

co-investment rights for a third. This agent reads the side letter attached to each commitment, pulls out every obligation with the exact clause it came from, and lines them all up for your legal team to review.

• Runs against — One commitment, or every commitment in a fund
• Uses AI — Yes — for reading obligations out of the document
• Output — Obligations in the Obligation Matrix, then tracked tasks and alerts once approved

structured intelligence from each one, and compares periods to surface commitment misses and dropped risks. It produces a pre-board briefing plus a Management Accountability Score, all scoped to one portfolio company at a time.

• Runs against — One portfolio company at a time
• Uses AI — Yes — every meaningful step except the score
• Output — 8–12 grounded pre-board questions and a 0–100 accountability score

have come in on time, whether required documents are on file, and whether a recent valuation has been recorded. It does not use AI to make judgment calls; it checks your data against the rules you have configured.

• Runs against — Every portfolio company at once, or a single company
• Uses AI — No — every check is rule-based
• Output — A per-company report, plus a portfolio compliance dashboard

portfolio company from uploaded pitch materials. It does not behave like a typical support agent: it has no report history of its own, no Schedule tab and no fund- or entity-level batch run, and instead generates or refines one report section at a time, on demand.

• Runs against — One section of one report
• Uses AI — Yes — your entity’s configured model, plus OpenAI for refinement
• Output — A collated report from reviewed sections, exportable to PDF or Word

It gathers the company’s documents, KPI data, valuations and investment history, sends all of that to your configured AI model together with the matching scoring guide, and stores a structured 0–100 investment score on the company.

• Runs against — Every portfolio company with a sector set, or a single company
• Uses AI — Yes — this agent’s own model setting, or your entity default
• Output — A new scoring report per run: score, grade, dimensions, data coverage

was committed, valuations that have gone stale, and FX rates that have not been refreshed. It then emails a health score and a fix-it list to the people you have configured to receive it.

• Runs against — Every fund in the entity, once a day
• Uses AI — No
• Output — A health score and fix-it list per fund, by email and in the app

It runs across every investor in your entity, can auto-tag untagged notes first, and writes the summary back as a regular note on the investor record so it sits alongside everything else in that investor's notes feed.

• Runs against — Every investor in the entity, or one investor on demand
• Uses AI — Yes — for auto-tagging and for the summary itself
• Output — A summary note on the investor record, plus a report per investor